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Investors are practically begging AI’s big spenders to blink. Markets are making the option of pulling in the reins—or at least keeping capital spending steady—tantalizing. Google parent Alphabet’s stock fell almost 7% after it reported quarterly earnings last week that included a $10 billion hike in capital spending to around $200 billion this year.
Alphabet just posted record earnings and the market punished it anyway. Here is the contrarian case for why that sell-off is the exact moment to load up on shares.
One hyperscaler may already be signaling a capex plateau, and if Jim Cramer's read is right, the selloff cascading through Oracle, Amazon, Alphabet, Meta, and Microsoft has barely started.
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.
Why Etsy’s AI partnerships matter for investors Etsy (ETSY) is rolling out conversational AI across its marketplace, supported by new partnerships with OpenAI, Microsoft, and Google. This shift focuses on smoother search, smarter seller tools, and higher intent traffic. See our latest analysis for Etsy. These AI partnerships sit against a share price that has gained 32.64% over the past 90 days and delivered a 46.37% year to date share price return, while the 5 year total shareholder return...
The artificial intelligence race is entering a new phase. A year ago, the goal was launching as many models as possible. Today, the winners are increasingly the companies that can build the best models, deploy them at the lowest cost, and monetize them across millions of customers. That shift is forcing even the largest technology ... Amazon Is Killing Most of Nova — Is Its $200 Billion AI Bet Still Alive?
Investors want to see that the cloud giants are justifying their massive capex. Google just did that.
This is a hypergrowth chapter for Palantir, defined by U.S. demand the company cannot fully meet. Its Artificial Intelligence Platform (AIP) serves foundational government clients like the Department of the Navy and commercial giants like GE Aerospace.
Apple handed shareholders a huge amount of cash over the last five years. Here is what that money actually bought and the one business risk that could slow the machine.
I keep buying Alphabet (NASDAQ:GOOGL), and last weeks earnings gave me another reason to add. For three years I have been asking one question about this position: is the AI spend actually turning into revenue that scales? Q2 answered it plainly. Google Cloud grew 82% year over year to $24.77 billion. That is a fourth ... Alphabet Did Exactly What I Hoped It Would And I’m Loading Up
Amazon’s (NASDAQ:AMZN) setup heading into July 30 earnings looks compelling. The company trades at roughly the same multiple as the S&P 500, yet the business is compounding across four segments at double-digit rates while its cloud franchise reaccelerates. Wall Street analysts give the stock 47 buys, 15 strong buys, 4 holds, and zero sells at ... 3 Major Reasons to Buy Amazon Stock Before July 30 Q2 Earnings
One advantage buried inside corporate laptops worldwide keeps pulling me back to the same stock, and it has nothing to do with the AI hype cycle everyone else is chasing.
(Bloomberg) -- The Nasdaq 100 Index is on track to enter a correction as worries about the eventual payoffs from artificial intelligence investments sour sentiment in the technology giants that have powered most of this year’s stock-market advance. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China
Bill Ackman’s Pershing Square began accumulating Microsoft (NASDAQ:MSFT) shares in February 2026 and had built the position to roughly $2.4 billion by the end of May 2026, a stake Ackman disclosed publicly on X ahead of the fund’s Q1 13F filing. In parallel, Pershing Square has been building a separate Amazon (NASDAQ:AMZN) position from scratch ... Should You Follow Billionaire Bill Ackman Into His 2 Favorite Mag 7 Stocks?
Memory stocks are cratering for the second straight session with no company-specific bombshell to blame, and Big Tech earnings due Wednesday could either end the pain fast or send the group into a deeper spiral.
(Updates to add Nvidia's comment in the fifth paragraph) Microsoft-backed (MSFT) OpenAI Chief Exe
Stock Market Today: The Dow Jones index rose, but tech futures dropped as chip stocks Micron and Sandisk dived. Coca-Cola jumped on earnings.
Axe Compute Inc. has announced a significant five-year customer agreement valued at over $1.5 billion, marking a notable development in the Cloud AI space. This contract involves the deployment of a dedicated AI infrastructure cluster based on NVIDIA Blackwell GPUs, intended for high-demand AI workloads in the United States. The agreement, secured through Axe Compute's Build program, is part of a larger effort, bringing the company's total signed contract value for 2026 to over $3 billion...
The new model will support tools that detect and fix software vulnerabilities.
The firm cited strong demand for upcoming AI chips and expanding market opportunities.
Microsoft is a stock that checks off many key boxes for Berkshire and other value-oriented investors.
Bill Ackman just placed two massive bets on mega-cap tech stocks that the broader market has been punishing, and his reasoning reveals a sharp disagreement with Wall Street about where AI growth is actually headed.
Microsoft's (MSFT) market capitalization rocketed to a record high on Thursday, just a day after posting strong earnings results powered by AI growth.
Microsoft reported its Q4 earnings on Wednesday.
Microsoft reported its Q4 earnings on Wednesday.
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